Financial Wellness Coach for Budgeting & Credit

American Accounting Association; McKees Rocks (Allegheny County); Hybrid; USD 42,000 - 65,000; Full time

Job summary

Year Up United is seeking an Entry Level Financial Advisor in McKees Rocks, PA, to coach young adults on budgeting, saving, credit building, and student loan literacy. You will guide participants through financial goal setting, data tracking, and collaboration with partner organizations in a supportive, learning-focused environment.

The role is hybrid, full-time, and entry-level, focused on making economic mobility a practical outcome.

Qualifications

• Experience or education in personal finance topics.
• Basic financial planning knowledge and budgeting skills.
• Ability to explain financial concepts clearly and facilitate sessions.

Responsibilities

• Provide one-on-one financial coaching on budgeting, saving, credit, and debt.
• Facilitate workshops on core personal finance topics for young adults.
• Support participants in setting financial goals and building action plans.
• Track financial outcomes and maintain accurate participant records.
• Collaborate with program staff to integrate financial education into curricula.
• Refer participants to vetted banking and financial services partners.
• Use data to improve coaching approaches and workshop content.
• Communicate complex financial concepts in clear, accessible language.
• Support outreach and engagement for financial education events.
• Uphold Year Up's values of equity, inclusion, and continuous learning.

Skills

Personal finance education

Financial planning basics

Budgeting and cash-flow analysis

Credit and debt management

Student loan literacy

Presentation and facilitation

Client interviewing and intake

Data tracking and reporting

Excel or Google Sheets

Tools

CRM or case management software

Excel or Google Sheets

Job description

Year Up United is seeking an Entry Level Financial Advisor in McKees Rocks, PA, to coach young adults on budgeting, saving, credit building, and student loan literacy. You will guide participants through financial goal setting, data tracking, and collaboration with partner organizations in a supportive, learning-focused environment.

The role is hybrid, full-time, and entry-level, focused on making economic mobility a practical outcome.